John Hancock Prefer Inc. IIIHPS
13F holders, Q2 2025 (June 30)67holders +6
11new positions
5sold out
$14.26avg. 13F price*
At the end of Q2 2025, 67 institutions reported holding John Hancock Prefer Inc. III (HPS) in their 13F filings, up 6 from Q1 2025. 11 opened new positions and 5 sold out. The largest holders were UBS Group AG ($14.7M), Morgan Stanley ($11.9M) and LPL Financial LLC ($4.1M).
- Company
- John Hancock Prefer Inc. III
- Filed as
- HANCOCK JOHN PFD INCOME FD I (Q2 2025)
- CUSIP
- 41021P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.5M |
| Exits | 5 | $617K |
All 13F filers, Q1 2025 → Q2 2025: 285,474 shares bought and 201,987 shares sold, net +83,487 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| UBS Group AG | 0.00% | Add +3.3% | 1,030,033 | $14.7M |
| Morgan Stanley | 0.00% | Reduce -0.6% | 833,131 | $11.9M |
| LPL Financial LLC | 0.00% | Add +14.4% | 289,043 | $4.1M |
| Invesco Ltd. | 0.00% | Add +6.2% | 235,960 | $3.4M |
| Guggenheim Capital LLC | 0.02% | Add +55.8% | 175,335 | $2.5M |
| Bank of America Corp. | 0.00% | Add +6.5% | 147,009 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +3.1% | 140,155 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Add +9.6% | 137,708 | $2.0M |
| Fiera Capital Corp | 0.00% | Reduce -0.8% | 84,277 | $1.2M |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +9.9% | 62,948 | $898K |
| Activest Wealth Management | 0.21% | Reduce -11.7% | 60,846 | $868K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -2.1% | 55,106 | $786K |
| Royal Bank of Canada | 0.00% | Reduce -6.7% | 48,050 | $685K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.1% | 46,554 | $664K |
| Sowell Financial Services LLC | 0.03% | Reduce -0.3% | 46,309 | $660K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.8% | 42,264 | $603K |
| Philadelphia Trust Co. | 0.05% | No change | 41,900 | $597K |
| Live Oak Private Wealth LLC | 0.08% | No change | 38,630 | $551K |
| Balyasny Asset Management L.P. | 0.00% | New | 27,675 | $395K |
| Cohen & Steers, Inc. | 0.00% | Add +5.4% | 26,447 | $377K |
| HighTower Advisors, LLC | 0.00% | Add +5.9% | 25,082 | $358K |
| Wells Fargo & Company | 0.00% | Reduce -24.5% | 24,559 | $350K |
| Arkfeld Wealth Strategies, L.L.C. | 0.14% | Add +1.4% | 23,968 | $344K |
| Post Resch Tallon Group Inc. | 0.33% | Add +0.1% | 23,874 | $340K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 22,530 | $326K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.6% | 21,699 | $309K |
| NewEdge Advisors, LLC | 0.00% | No change | 20,800 | $297K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.8% | 19,591 | $279K |
| Raymond James Financial Inc. | 0.00% | Reduce -7.5% | 18,426 | $263K |
| Keybank National Association | 0.00% | No change | 17,000 | $242K |
| Stifel Financial Corp. | 0.00% | Reduce -3.8% | 15,396 | $220K |
| Susquehanna International Group, LLP | 0.00% | New | 14,772 | $211K |
| Cresset Asset Management, LLC | 0.00% | New | 13,221 | $189K |
| Burney Co./ | 0.01% | Reduce -33.4% | 13,040 | $186K |
| Mariner, LLC | 0.00% | Add +0.1% | 12,825 | $183K |
| OneAscent Financial Services LLC | 0.01% | No change | 12,750 | $182K |
| Sanctuary Advisors, LLC | 0.00% | New | 11,626 | $166K |
| Focus Financial Network, Inc. | 0.01% | Add +10.8% | 11,398 | $163K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.6% | 5,149 | $73K |
| Fifth Third Bancorp | 0.00% | New | 5,033 | $72K |
| US Bancorp \de | 0.00% | No change | 4,396 | $63K |
| Wolverine Asset Management LLC | 0.00% | New | 4,127 | $59K |
| Global Retirement Partners, LLC | 0.00% | — | 4,045 | $58K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,000 | $57K |
| Ameritas Advisory Services, LLC | 0.00% | New | 3,618 | $52K |
| Comerica Bank | 0.00% | No change | 3,250 | $46K |
| BankPlus Trust Department | 0.01% | No change | 2,505 | $36K |
| Private Trust Co. NA | 0.00% | No change | 2,000 | $29K |
| Consultiva Wealth Management, Corp. | 0.07% | No change | 1,500 | $21K |
| Rothschild Investment LLC | 0.00% | Reduce -98.8% | 1,500 | $21K |
| CENTRAL TRUST Co | 0.00% | No change | 1,500 | $21K |
| Elequin Capital, LP | 0.01% | New | 1,375 | $20K |
| Harbour Investments, Inc. | 0.00% | No change | 1,200 | $17K |
| Barrett & Company, Inc. | 0.01% | Add +2.3% | 1,138 | $16K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,050 | $15K |
| Olistico Wealth, LLC | 0.01% | No change | 1,019 | $15K |
| Cwm, LLC | 0.00% | No change | 1,000 | $14K |
| MAI Capital Management | 0.00% | Reduce -28.2% | 680 | $10K |
| CoreFirst Bank & Trust | 0.00% | New | 500 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 350 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 300 | $4K |
| Country Trust Bank | 0.00% | New | 200 | $3K |
| Allworth Financial LP | 0.00% | No change | 180 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 150 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 71 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 8 | $118 |
"% of holder's portfolio" is HPS's weight in each manager's 13F, not the share of John Hancock Prefer Inc. III the manager owns.